Best Bnp Paribas Asset Management Podcasts (2024)

1
Talking Heads – Will election results upend climate policies? 9:11

19h ago9:11

9:11

With elections held in large economies such as India and the EU, and more to come elsewhere, particularly in the US, investors might be left wondering how changes of government and in the composition of parliaments would affect the ambitions of countries to mitigate and adapt to the effects of climate change. They can be reassured for the most part…

1
Ep 66: Global real estate insights: Navigating market cycles and opportunities - Quay Global Investors 56:42

2d ago56:42

56:42

In this episode, Paul O’Connor, Head of Strategy and Development at Netwealth, sits down with Chris Bedingfield, Principal & Portfolio Manager at Quay Global Investors. They delve into the complexities and opportunities within global real estate markets. Chris shares his expertise on why investing in real estate below replacement cost provides down…

1
1: Ep 001 - Suresh Soni, CEO of Baroda BNP Paribas Mutual Fund, simplifies Balanced Advantage Funds. 10:53

7d ago10:53

10:53

What is a Balanced Advantage Fund? Does it help balance risk and reward for investors? Welcome to Podtales by Baroda BNP Paribas Mutual Fund, where we use the power of storytelling to share timeless financial wisdom and gain investment insights from industry experts. In the first episode of this investor education series, Suresh Soni, CEO of Baroda…

1
Talking Heads – Natural capital: the multiple merits of managed sustainable forestry 12:04

8d ago12:04

12:04

In a world seeking to both preserve biodiversity and decarbonise, natural capital such as forests has a lot to offer. Listen to this Talking Heads podcast with Maxence Foucault, ESG Specialist and Private Assets Lead, and Celine Claudon, Chief Commercial Officer at BNPP Asset Management-owned IWC. They discuss with Andrew Craig, Co-head of the Inve…

1
Talking Heads – The case for sovereign debt in multi-asset portfolios – and for gold 10:14

15d ago10:14

10:14

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark Richards, Head of Flexible and Absolute Return, points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolio…

1
Talking Heads – Taking an active look at trends in ETFs 9:38

22d ago9:38

9:38

In this edition of Talking Heads, Daniel Morris, Chief Market Strategist, and Luca Pagni, Exchange-Traded Fund (ETF) Portfolio Manager, discuss the success of fixed income exchange-traded funds, due, as he explains, to the fact that they offer investors access to a diversified and liquid portfolio of bonds at an attractive cost. The discussion also…

1
Talking Heads – Short maturity European high-yield bonds: a promising blend 17:27

29d ago17:27

17:27

With official interest rates in the eurozone having begun their descent and the economy bottoming out, selected segments of the high-yield bond market remain, in our view, well orientated. Listen to this Talking Heads podcast with Andrew Craig, Co-head of the Investment Insights Centre, and Stef Abelli, European High Yield Portfolio Manager. Among …

1
EP 65: Private credit: Navigating the risks and rewards - Challenger Investment Management 44:50

1M ago44:50

44:50

As traditional banks retract from commercial lending, private credit emerges as a compelling alternative. In the latest episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, and Pete Robinson, Head of Strategy at Challenger Investment Management, offer insightful perspectives on the rise of private credit an…

1
Talking Heads – Springtime for the eurozone economy 11:01

1M ago11:01

11:01

As global growth improves, the outlook for the eurozone with its relatively high exposure to international demand is brightening, Mario Pietrunti, Senior Economist for the eurozone, talks to Andrew Craig, Co-head of the Investment Insights Centre, about the economic outlook for the euro area in this Talking Heads podcast. Further out, challenges lo…

1
Talking Heads – Adding a string to your bow with absolute return fixed income 12:40

1M ago12:40

12:40

With the bull market in bonds now behind us and investors looking for effective ways to position portfolios in fixed income, absolute return fixed income strategies offer potential. They seek to reap positive returns regardless of the direction of bond yields.Listen to this Talking Heads podcast with Jay Mistry, Senior Portfolio Manager on our abso…

1
Talking Heads – US rate cuts would benefit frontier market bonds as well 8:05

2M ago8:05

8:05

The prospect of rate cuts by the US Federal Reserve later this year should allow frontier market bonds to build on what has been a months-long run of robust performance according to Guy Tossou, Senior Portfolio Manager for Emerging Market Frontier Debt. Guy tells Andrew Craig, co-Head of the Investment Insights Centre, that within the asset class, …

1
Talking Heads – Scoring sovereign issuers of green bonds 11:00

2M ago11:00

11:00

A growing number of governments and state agencies is turning to the green bond market to fund measures aimed at helping countries to adapt to and mitigate the effects of climate change or tackle issues such as social inequality.Listen to this Talking Heads podcast with Malika Takhtayeva, ESG analyst, and Ilan Tamsot, Portfolio Manager, as they dis…

1
Talking Heads – Indian equities on a roll 8:21

2M ago8:21

8:21

Indian equities have seen three years of solid performance amid earnings growth and political continuity. In our view, conditions are in place for further gains as this sprawling economy of 1.44 billion consumers vies to take over from China’s as the world’s second largest. Jayesh Gandhi, Head of India Equities, tells Daniel Morris, Chief Market St…

1
EP 64: China's soft landing: fact or fiction? - Income Asset Management 41:17

2M ago41:17

41:17

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews Craig Swanger, Director and Chief Investment Officer of Income Asset Management (IAM). Craig shares his predictions that China’s interest rates may decline more rapidly than the market anticipates. This episode addresses these uncertain…

1
Talking Heads – The weighty impact of anti-obesity drugs, also for investors 10:50

2M ago10:50

10:50

Marketing and media campaigns and celebrity endorsements have boosted consumer demand for anti-obesity drugs, boosting the results of the makers of these weight loss pills. Get the full picture and what it means for food sector investing from Agne Rackauskaite, Portfolio Manager at Impax Asset Management, on this Talking Heads podcast with Daniel M…

1
Talking Heads – Getting Asia on board on climate and nature goals 10:12

3M ago10:12

10:12

With Asia accounting for half of global greenhouse gas emissions and coal responsible for almost 60% of power generation in the region, it is clear that to reach net zero targets globally, Asia needs to be on board. Jane Ho, Head of Stewardship Asia, and Chief Market Strategist Daniel Morris, discuss the priorities for Asia when it comes to proxy v…

1
Talking Heads – Exchange-traded funds: adding ESG into the mix 12:07

3M ago12:07

12:07

Andrew Craig, Co-head of the Investment Insight Centre, talks to Lorraine Sereyjol-Garros, Head of ETF Business Development, about the prospects for further ‘heady growth’ in the trillion-dollar exchange-traded funds business. Current trends include the emergence of active ETFs. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.co…

1
Talking Heads – Investing in global equities with a net zero tilt 7:28

3M ago7:28

7:28

Nadia Grant, Head of Global Equities, and Investment Specialist Shazaan Gaffoor explain the compelling rationale behind investing in stocks of companies progressing towards net zero emissions from their business. An active, diversification-minded approach to evaluating a company's efforts takes into account factors including actual or likely alignm…

1
EP 63: Finding investment opportunities in emerging markets - Warakirri Asset Management 44:21

3M ago44:21

44:21

For some, emerging markets remain one of the most mispriced asset classes globally, providing ample opportunities for outperformance, but it is important to properly evaluate the risks before investing. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth interviews Ross Cameron, Portfolio Manager, E…

1
Talking Heads – Money market funds can still work when rates rise 14:34

3M ago14:34

14:34

On this Talking Heads podcast, Investment Specialist Thibault Malin argues that even in a scenario where interest rates will be cut, as is the consensus expectation for euro rates this year, a variable rate approach still makes sense when running money market funds. As Thibault explains to Chief Market Strategist Daniel Morris, apart from some seas…

1
Talking Heads – US stocks: small is also beautiful 13:25

3M ago13:25

13:25

Small is still beautiful and that also applies to US small-capitalisation stocks, Geoff Dailey, Head of US Equities in our Boston office, tells Andrew Craig, Co-head of the Investment Insight Centre, on this Talking Heads podcast. He notes small caps are attractively valued relative to large caps which have been experiencing several months of solid…

1
Talking Heads – Investing in water: from chips to lithium to PFAS 14:19

4M ago14:19

14:19

In this edition of our Talking Heads podcast, Daniel Morris, Chief Market Strategist, talks to Justin Winter, Senior Portfolio Manager at Impax Asset Management, about sustainability-related investing in water, the reasons behind the inflows into this asset class and the outlook for water-related businesses in a segment that has been marked by inno…

1
Ep 62: Investing in 2024: Economic trends you should be thinking about - Betashares 31:29

4M ago31:29

31:29

In 2023, investors saw strong returns in equity, fixed interest, and cash markets. The question for 2024 is whether these strong returns will continue. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, interviews David Bassanese, Chief Economist at Betashares, about his economic view on the Austr…

1
Talking Heads – Offering tailored support and advice on sustainable investment solutions 15:36

4M ago15:36

15:36

Working out the best investment strategy en route to greater sustainability can be challenging as you strive to preserve financial returns while considering risks and goals around issues such as climate change and greater equality. On this Talking Heads podcast, Sophie Debehogne, Senior Client Solutions Manager, and Maurice Kraaijenbrink, Head of P…

1
Talking Heads – Is it ouch or aye for the environment as AI booms? 11:29

4M ago11:29

11:29

Markets are abuzz with the promise of artificial intelligence, but there also are concerns that the sprawl of related technology could sting via heavy demands on resources. Andrew Craig, Co-Head of the Investment Insights Centre, gets an update on this and other energy transition topics from Ed Lees, Co-Head of our Environmental Strategy Group. For…

1
Talking Heads – Looking to Turkey for some investing delight 9:43

5M ago9:43

9:43

Robust domestic demand, relatively low external debt and a now sound and simplified monetary policy strengthen the investment case for Turkish assets in 2024. On this Talking Heads podcast, Daniel Morris, Chief Market Strategist, discusses Turkey’s prospects with Huseyin Akar at TEB Asset Management, a BNP Paribas Asset Management subsidiary. For m…

1
Talking Heads – Consider the ‘cushion’ of US investment-grade bonds 13:19

5M ago13:19

13:19

Investors with a penchant for yield and income should consider US investment-grade bonds, an asset class that stands to benefit from a healthy economic backdrop, lower interest rates, and robust demand. Yrieix de James, US Investment Grade Portfolio Manager, tells Chief Market Strategist Daniel Morris on this week’s Talking Heads podcast why this i…

1
Talking Heads – A more nuanced look at Chinese equities 8:46

5M ago8:46

8:46

While developments in the Chinese economy are not rosy, they are not as bleak as some make them out to be; selected areas are still offering attractive opportunities. So David Choa, Head of Greater China Equities, tells Daniel Morris, Chief Market Strategist, on our weekly Talking Heads podcast. For more insights, visit Viewpoint: https://viewpoint…

1
Talking Heads – It is ‘more of the same’ for European high-yield bonds 11:49

5M ago11:49

11:49

Building on a solid performance in 2023, European high-yield bonds stand to do well in 2024 given favourable macroeconomic and technical factors such as falling market interest rates and an excess of investor demand amid relatively limited supply, argues Olivier Monnoyeur, Global Head of High Yield, on this Talking Heads podcast. For more insights,…

1
EP 61: Energy transition, technological advancements, geopolitical risks impacting the global resource sector - Janus Henderson Investors 41:52

5M ago41:52

41:52

The resource sector encompasses a wide range of commodities and has received increasing attention due to the global shift towards renewable energy sources. In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investment at Netwealth, is joined by Daniel Sullivan, Head of Global Natural Resources and Portfolio Manager at Jan…

1
Talking Heads – Finding the best ideas in fixed income 17:41

5M ago17:41

17:41

The last three years have seen considerable market volatility caused by factors including the Covid pandemic, government subsidies, supply chain pressures, and runaway inflation.Listen to this Talking Heads podcast about absolute return fixed income investing with Portfolio Manager Abhijit Korde and Daniel Morris, Chief Market Strategist. For more …

1
Talking Heads – The newly found appeal of bonds in longer-term asset allocations 11:25

6M ago11:25

11:25

The outlook for traditional 60-40 portfolios has improved now that bonds have reasserted their value as an investment asset following a loss of appeal amid years of ultra-low interest rates.Listen to this Talking Heads podcast with Sergey Pergamentsev, Head of Structured Management, as he discusses longer-term multi-asset investing with Daniel Morr…

1
Talking Heads – Presenting our new Global Sustainability Strategy 2023-2025 16:00

6M ago16:00

16:00

We published the first iteration of our Global Sustainability Strategy (GSS) in 2019. It laid the foundations for the implementation of sustainability across our organisation. In this podcast, Jane Ambachtsheer, Global Head of Sustainability, presents our Global Sustainablity Strategy 2023-2025. She discusses with Andrew Craig, Co-head of the Inves…

1
Talking Heads – Household loans, an alternative asset class for 2024 12:48

6M ago12:48

12:48

The start of 2024 sees an economic environment where growth in developed economies is slowing as restrictive monetary policy makes itself felt. Tonko Gast, founder and CEO of Dynamic Credit Group and Portfolio Manager, discusses the asset class with Co-Head of the Investment Insights Centre Daniel Morris in this Talking Heads podcast. For more insi…

1
EP 60: Fixed income investing: exploring the opportunities and challenges for 2024 - Macquarie Asset Management 41:45

6M ago41:45

41:45

In this episode of the Portfolio Construction podcast, Paul O’Connor, Head of Investments at Netwealth, interviews to Brett Lewthwaite, Chief Investment Officer and Global Head of Fixed Income at Macquarie Asset Management. They explore the current and future dynamics of bond markets, inflation and interest rates, and how they shape the global econ…

1
Talking Heads – There is more to come from Investment-Grade credit 7:53

7M ago7:53

7:53

There is value left in eurozone investment-grade corporate bonds even after a solid 2023. Scope for looser monetary policy from the European Central Bank will likely be one of the key drivers, potentially paving the way to returns of 6-6.5% in 2024, argues Victoria Whitehead, Head of Investment-Grade Credit, on this Talking Heads podcast with Danie…

1
Talking Heads – A race between the ECB and the Fed? 8:55

7M ago8:55

8:55

Amid growing hopes that the US economy will land softly in 2024, financial markets are pricing looser monetary sooner than expected. John Bradley, Head of Foreign Exchange, and Daniel Morris, Chief Market Strategist, discuss the prospects for the main developed market currencies in this environment. On this Talking Heads podcast, John highlights th…

1
Talking Heads – New realities for investors in 2024 11:40

7M ago11:40

11:40

In this episode of our Talking Heads podcast, Andrew Craig, Co-head of the Investment Insight Centre, and Daniel Morris, Chief Market Strategist, discuss our 2024 Investment Outlook “Stepping into a new reality.” The outlook covers the shift in the macroeconomic setting that investors can look forward to and what this means for asset allocation. Fo…

1
EP 59: Healthcare real estate: why it's named the Cinderella of commercial property markets - Centuria Healthcare 38:05

7M ago38:05

38:05

The healthcare industry is undergoing significant change due to increased demand from population growth, advancing medical services, and an ageing population, and as such healthcare real estate represents investment opportunities for some. In this podcast episode, Paul O'Connor, Head of Investments, Netwealth, interviews Andrew Hemming, the Managin…

1
Talking Heads – Investment opportunities in Asian environmental markets 11:45

8M ago11:45

11:45

As elsewhere, in Asia the environmental challenges created by climate change is driving a search for new ways of living and doing business. Listen to this Talking Heads podcast with Oscar Yang, Senior Portfolio Manager at Impax Asset Management, and Daniel Morris, Chief Market Strategist. For more insights, visit Viewpoint: https://viewpoint.bnppar…

1
Talking Heads – Building on infrastructure debt 12:32

8M ago12:32

12:32

In the context of market volatility driven by high inflation, rising interest rates and (geo)political uncertainty, infrastructure debt has shown itself to be resilient. On this Talking Heads podcast, Andrew Craig, Co-head of the Investment Insights Centre, talks to Stephanie Passet and Vincent Guillaume, Deputy Heads for Infrastructure Debt. For m…

1
Talking Heads – Listed equities and the shift to a sustainable economy 14:32

8M ago14:32

14:32

How can investors invest in listed equities benefiting from the transition to a more sustainable economy? On this Talking Heads podcast, Andy Craig, Co-head of the Investment Insight Centre, talks to Hubert Aarts, Deputy Chief Investment Officer for listed equities and Senior Portfolio Manager at Impax Asset Management, about the outlook and the op…

1
Talking Heads – Global emerging markets: adjusting to slower Chinese growth 13:49

8M ago13:49

13:49

Among Asian emerging market (EM) equities, many investors have focused this year on what they see as an usually lacklustre Chinese economy – traditionally an EM growth engine. The reality, however, is that Beijing’s efforts to re-engineer the economy have led to a situation where support for the economy appears centred more on tackling possible sys…

1
Talking Heads – What’s next for eurozone government bonds? 15:38

8M ago15:38

15:38

Resilient domestic demand and record-high profit margins at cash-rich companies have helped shield the eurozone economy from much of the effect of higher interest rates. However, the full impact is likely to be felt in 2024. A slowdown could lead to a larger-than-expected deceleration in price pressures, potentially setting up the European Central …

1
Talking Heads – The sun has risen for Japanese small caps 9:51

8M ago9:51

9:51

The end of two decades of deflation and wage growth have improved the prospects of the Japanese economy and with it the outlook for Japanese equities. Listen to this Talking Heads podcast with Sean Park, Investment Specialist, and Junki Okamoto, Deputy Portfolio Manager. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Downl…

1
EP 58: The impact of China's recent growth slowdown and policy stances on investors - BNP Paribas Asset Management 34:06

8M ago34:06

34:06

In this episode, Paul O'Connor, Head of Investments at Netwealth, interviews Chi Lo, the Senior Market Strategist, APAC at BNP Paribas Asset Management. Together they unpack China’s economic outlook including its recent growth slowdown, policy stances, the global impact of China's recovery, the demographic trends challenging the country and the imp…

1
Talking Heads – Standing tall: US small caps 14:11

9M ago14:11

14:11

With market expectations for a US recession being ‘kicked down the road’, the outlook for US small capitalisation stocks has improved. Listen to this Talking Heads podcast with Vincent Nichols, Investment Specialist US Small Caps, and Daniel Morris, Chief Market Strategist. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Do…

1
Talking Heads – Seeing the worth of the forest for the trees 11:50

9M ago11:50

11:50

For investors looking for alternative investments and new sources of income, investing in managed timber and woodland can be an attractive source of stable yields. Listen to our podcast with Otto Reventlow, CEO, and Asger Strange Olesen, Director ESG Climate and Biodiversity, at BNPP AM majority-owned International Woodland Company. For more insigh…

1
Talking Heads – ETF investing – Adjusting to the new rates regime 13:03

9M ago13:03

13:03

Two factors are driving growing interest in fixed income exchange-traded funds. First, bonds are back with yields at attractive levels relative to the era of low interest rates. Investors can lock in higher yields using a low-cost instrument such as an ETF, as Lorraine Sereyjol-Garros, Head of ETF Sales, explains to Chief Market Strategist Daniel M…

1
Talking Heads – Higher for longer bolsters outlook for money market funds 10:50

9M ago10:50

10:50

Money market funds have been in favour as central banks tightened monetary policy. Investment Specialist Thibault Malin talks to Daniel Morris, Chief Market Strategist, about the bright outlook for money markets in this Talking Heads podcast. For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/ Download the Viewpoint app: https:…

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Bnp Paribas Asset Management Podcasts

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